Coming Soon:
Family and Wealth - How great families inspire everyone to live their best lives
Written for the entrepreneurs who earned money through hard work and are now wanting to enjoy the fruit of their labour.
Successful entrepreneurs know that their wealth will impact on their lives. They think deeply about their money, and its impact on their children, their loved ones, their philanthropy, and their legacy. What they really worry about is their family and their next generation. The most asked questions are, “How do I effectively pass the money to them? How do I create some prudence around the wealth management? How do I provide them with an education about wealth and responsibility?” “How do I get them to feel gratitude?” Entrepreneurs want their children and grandchildren to grow up with confidence, integrity, and strong values. In addition, founders want their families to understand the impact money can have on the community and others who are less fortunate, and finally, to keep their families and siblings close together.
To begin, the number one question is “Why do wealth as a family?” From this starting point, the meaning and purpose of family wealth will develop the values that drive the individuals, their families, and the estate planning. Family and Wealth shares how other families prepare heirs in at least four ways—education, engagement, experience and gratitude. These are the stories from entrepreneurs who have made the choice to do wealth as a family, and their best practices. They have managed to pass on wealth that expands the next generation’s lives, rather than the shadow side of subsidizing and potentially warping them.
The ultimate goal is to discover that the word wealth has meaning that is far broader than material wealth, and it is these other areas which endow confidence, strength and knowledge. The great families inspire everyone to live their best lives
Contact me to receive an early-invite. Receive a chapter transcript and contribute feedback based off of your knowledge and experience. Get on the list to receive special updates.
These are the books I have written over my career on the topics of business, entrepreneurship, investors and money.
Money Magnet: How to Attract Investors to Your Business
“Every ambitious private business owner should understand the role of investors and how to attract them. Money Magnet is an indespensible comprehensive guide.” -Asten Beutel, Chairman and CEO, Oakwest Corp. Ltd.
“Don’t put another nickel into your business until you have read this book. Money Magnet is Financing 101 for entrepreneurs and owners who want to grow their business.” -Greig Clark, College Pro Paineters and Arxx, Horatio Enterprise Fund.
Business E-volution: Strategies for Surviving in a Wired South Africa
Foreword by Cyril Ramaphosa, now President of South Africa.
A practical guide to strategy for e-business. It shows how to use new business models as tools.
The Power of Strategy: A Practical Guide to South African Managers.
Foreword by Clem Sunter, Head of Anglo America, DeBeers.
Offers a series of provocative thinking exercises and workshops for managers and their teams to develop effective strategy for dynamic change. Six key areas are covered: the environment beyond your industry; your customer; your performance; your industry; your product; your ideology.
I am also a guest contributor to Canadian and International business media.
Family Business United – Older Generations Need To Think Ahead – link
Firmex – Women in deal-making interview – link
Globe and Mail Article – Why a family business is like building a cathedral – link
Globe and Mail Article – Interview – Rotman's First Steps Program for Women – link
Globe and Mail Article – Family firms tend to reject outsiders – link
Globe and Mail Article – Is your business ready to move on without you? – link
Globe and Mail Article – Smart planning attracts talent to aging architecture firm – link (paywall)
Globe and Mail Article – How to make your business more attractive for sale – link (paywall)
Globe and Mail Article – The best mergers get the timing right – link (paywall)
Globe and Mail Article – Selling your business? Avoid these five common pitfalls – link (paywall)
Globe and Mail Article – Three ways for family businesses to stay entrepreneurial – link (paywall)
Globe and Mail Article – How to get the 'time to sell my business' conversation started – link (paywall)
Globe and Mail Article – Five ways investing is like owning a small business – link (paywall)
Globe and Mail Article – Four ways family businesses share in the financial decision making – link (paywall)
Globe and Mail Article – Business owners can minimize personal financial risks – link (paywall)
Globe and Mail Article – Selling the family business: legacy or leftovers? – link (paywall)
Globe and Mail Article – As business owners age, they need to ask themselves three questions – link (paywall)
Globe and Mail Article – Why running a family business is like building a cathedral – link (paywall)
Globe and Mail Article – Family business transfers wealth to the next generation – link (paywall)
Globe and Mail Article – When it's time to let go of your business – link (paywall)
Globe and Mail Article – The dilemmas of family wealth and succession – link (paywall)
Ivey Magazine – Running a business is "all about the people" for John Rothschild – link
McNally Brown Consulting – Does Your Business Have an End Game? – link
Private Capital Market Association – 6 bear traps when negotiating the term sheet – link
Private Capital Market Association – 6 reasons to work with an exempt market dealer – link
Private Capital Market Association – Do business owners have a bias against risk? – link
Richard Ivey Business School – 2020 Ivey Business School Competition – link